Sr. Financial Institution Advisor Recruiting Specialist

Cetera Financial Group-posted 3 months ago
$75,000 - $90,000/Yr
Full-time
Hybrid • Dallas, TX
5,001-10,000 employees
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
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The Financial Institutions Recruiting Specialist plays a crucial role in attracting and onboarding individual advisors and financial programs for partner banks and credit unions. This position serves as the main point of contact for financial institution partners regarding individual advisor recruiting needs.

  • Develop leads and build relationships with prospective Financial Advisors through professional, persistent outreach.
  • Create recruiting plans for assigned territories and financial institution partners.
  • Meet established recruitment goals.
  • Act as the primary contact for advisor recruiting efforts with financial institution program management, human resources, prospective Financial Advisors, and the Cetera Financial Institution Growth organization.
  • Articulate and promote the financial institution and Cetera business models and the benefits of affiliation.
  • Evaluate advisor fit based on business profile and interactions with both the advisor and key decision-makers at the financial institution.
  • Deliver business presentations and provide consultative support on CIS services, products, and technology.
  • Prepare and present recruiting performance updates to executives.
  • Track recruiting activity using tools such as Salesforce and Excel.
  • Participate in outbound social media and call campaigns related to advisor opportunities.
  • Collaborate with cross-functional teams to enhance recruiting processes and implement solutions.
  • Support the onboarding process for new advisors.
  • Proven experience as a sales professional, with a proven network of financial advisors
  • Strong negotiation skills with the ability to craft and communicate compelling value propositions to prospective advisors
  • Excellent verbal and written communication skills, including effective presentation techniques
  • Proficiency in Salesforce and Microsoft Excel
  • Solid understanding of the sales process and key performance metrics
  • In-depth knowledge of the financial services industry, including advisor business models and institutional partnerships
  • Ability to represent the organization professionally within the community and industry associations
  • Bachelor's degree in business, finance, or a related field
  • 5 - 8 years of experience in advisor recruiting, particularly within financial institution investment programs
  • FINRA Series 7 and 65 or 66 licenses
  • Excellent written and verbal communication skills
  • Competitive incentive compensation package
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